Form D · Other Investment Fund

Bridgewater Active Sustainable Equities, LP

Westport, CT · CIK 0001990545

Offering snapshot reported Oct 25, 2024 · SEC filing

Reported sold
$101M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 1, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 6

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 25, 2024Amendment$101,050,000No comparison6SEC filing
Oct 27, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-495791

Source: Form D, filed Oct 25, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BRIDGEWATER ACTIVE SUSTAINABLE EQUITIES, LP

Investment adviser: BRIDGEWATER ASSOCIATES, LP

Gross asset value
$70.9M
Beneficial owners
5
ADV minimum commitment
$10M

Reported in Form ADV on Jul 21, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE BANK OF NEW YORK MELLON EVERETT, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Filing source

Form ADV 1997923 · Jul 21, 2025 · Schedule D 7.B.(1), fund 805-3014746017

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Bridgewater Funds Gp, Llc Promoter
Gregory S. Jensen Executive
Karen Karniol Tambour Executive
Robert P. Prince Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Nyala Farms Road
Westport, CT, 06880